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Variables add commonly used information to notification alerts.

Global variables

• Firm name: [FIRM NAME]
• Portal login page: [PORTAL LOGIN PAGE]
• Recipient first name: [RECIPIENT FIRST NAME]
• Recipient last name: [RECIPIENT LAST NAME]
• Reply to email address: [SENDER EMAIL ADDRESS]
• Sender first name: [SENDER FIRST NAME]
• Sender last name: [SENDER LAST NAME]
• User login ID: [USER LOGIN]
• User type: [USER TYPE]

Account template variables

Account Locked

• Login block expiration: [LOGIN BLOCK EXPIRATION]

Login Updated

• Date of prior login: [PRIOR LOGIN]

Billing template variables

Invoice

• Balance due: [BALANCE DUE]
• Due date: [DUE DATE]
• Dunning message: [DUNNING MESSAGE]
• Expiration period: [EXPIRATION PERIOD]
• File names: [FILE NAMES]
• Firm address: [FIRM ADDRESS]
• Firm contact: [FIRM CONTACT]
• Firm email: [FIRM EMAIL]
• Invoice number: [INVOICE NUMBER]
• Statement total: [STATEMENT TOTAL]

Client Center template variables

Client Document

• Client Center URL: [CLIENT CENTER URL]
• Document name: [DOCUMENT NAME]
• Sender full name: [SENDER FULL NAME]
• Tax year: [TAX YEAR]

Tax Questionnaire

• Client Center URL: [CLIENT CENTER URL]
• Sender full name: [SENDER FULL NAME]
• Tax year: [TAX YEAR]

Documents template variables

Client Adds Files

• Client name: [CLIENT NAME]
• File names: [FILE NAMES]

Recipient Submits Response to Approval

• Approver name: [APPROVER NAME]
• Approved or rejected: [APPROVAL STATUS]
• Client: [CLIENT]
• File names: [FILE NAMES]
• Reason for approval or rejection: [COMMENTS]

Recipient Submits Response to Request

• Client: [CLIENT]
• Request subject link: [REQUEST SUBJECT]

Staff Adds Approval

• Approval subject link: [APPROVAL SUBJECT]
• Due date: [DUE DATE]
• File names: [FILE NAMES]

Staff Adds Files*

• File names: [FILE NAMES]
• Folder name: [FOLDER NAME]

Staff Adds Request

• Due date: [DUE DATE]
• Expiration period: [EXPIRATION PERIOD]
• File names: [FILE NAMES]
• Request details: [REQUEST DETAILS]
• Request subject: [REQUEST SUBJECT]
• View request: [VIEW REQUEST]

Staff Share Folder - Contributer / Owner / Reviewer*

• Folder name: [FOLDER NAME]
• Subfolder name: [SUB FOLDER NAME]

*These notifications can be disabled. See Disable client notifications for more information.

User Activation template variables

Client Center Registration

• Registration link: [REGISTRATION LINK]

Staff Registration

• Portal login page: [PORTAL LOGIN PAGE]

Configure notifications